PFG
Prosperity Financial Group’s Costco COST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.27M | Buy |
3,300
+29
| +0.9% | +$28.7K | 1.39% | 21 |
|
2025
Q1 | $3.09M | Buy |
3,271
+11
| +0.3% | +$10.4K | 1.54% | 16 |
|
2024
Q4 | $2.99M | Buy |
3,260
+111
| +4% | +$102K | 1.49% | 17 |
|
2024
Q3 | $2.79M | Buy |
3,149
+180
| +6% | +$160K | 1.56% | 16 |
|
2024
Q2 | $2.52M | Sell |
2,969
-11
| -0.4% | -$9.35K | 1.59% | 15 |
|
2024
Q1 | $2.18M | Buy |
2,980
+115
| +4% | +$84.3K | 1.35% | 23 |
|
2023
Q4 | $1.89M | Buy |
2,865
+35
| +1% | +$23.1K | 1.31% | 18 |
|
2023
Q3 | $1.6M | Buy |
2,830
+652
| +30% | +$368K | 1.32% | 20 |
|
2023
Q2 | $1.17M | Sell |
2,178
-31
| -1% | -$16.7K | 1.03% | 26 |
|
2023
Q1 | $1.1M | Buy |
2,209
+31
| +1% | +$15.4K | 1.11% | 22 |
|
2022
Q4 | $994K | Buy |
+2,178
| New | +$994K | 1.07% | 22 |
|